Opinicus Capital
SPG icon

Opinicus Capital’s Simon Property Group SPG Stock Holding History

Opinicus Capital’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$340K Sell
1,692
-33
-2% -$7.18K 0.18% 78
2026
Q2 		$386K Sell
1,725
-1
-0.1% -$206 0.21% 77
2026
Q1 		$322K Sell
1,726
-438
-20% -$83.5K 0.23% 78
2025
Q4 		$401K Sell
2,164
-237
-10% -$43.1K 0.28% 74
2025
Q3 		$451K Sell
2,401
-19
-0.8% -$3.28K 0.31% 75
2025
Q2 		$389K Buy
2,420
+26
+1% +$4.11K 0.3% 76
2025
Q1 		$398K Sell
2,394
-127
-5% -$22.2K 0.35% 71
2024
Q4 		$434K Sell
2,521
-177
-7% -$31.1K 0.37% 68
2024
Q3 		$456K Sell
2,698
-151
-5% -$23.9K 0.36% 70
2024
Q2 		$433K Sell
2,849
-136
-5% -$20K 0.36% 68
2024
Q1 		$467K Sell
2,985
-470
-14% -$68.9K 0.41% 65
2023
Q4 		$493K Buy
+3,455
New +$418K 0.5% 57

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Opinicus Capital's SPG Position: Q3 2026 in Review

Opinicus Capital reduced its Simon Property Group (SPG) stake by 1.9% in Q3 2026, selling an estimated $7.18K and leaving 1,692 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #78.

Opinicus Capital first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $493K in Q4 2023. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Opinicus Capital held 1,692 shares of Simon Property Group worth $340K as of Q3 2026.
  • Opinicus Capital sold 33 Simon Property Group shares in Q3 2026, an estimated $7.18K.
  • Simon Property Group made up 0.18% of Opinicus Capital's portfolio in Q3 2026, its #78 holding.
  • Opinicus Capital first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Opinicus Capital's Simon Property Group position peaked at $493K in Q4 2023.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.